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       Scholarly iQ

Trusted eBusiness Services for
   Librarians and Publishers


                  Stuart Maxwell
                  Director of Business Development
                  +44 (0) 7580 723 230
                  stuart.maxwell@scholarlyiq.com
Scholarly iQ Overview



•   Leaders in usage reporting since 2002

•   Solid team of professionals in online publishing, web analytics, database
    integration, and web site development

•   Authorized COUNTER R3 and SUSHI compliant vendor supporting the
    upcoming R4 standards

•   Trusted 3rd party maintaining COUNTER compliancy every year since 2003


                  COUNTER International Advisory Board

                  NISO’s SUSHI Development Group
                  NISO’s Business Information Topic Committee

                  Society for Scholarly Publishing
Scholarly iQ Overview


Select Clients




Affiliates & Partners
Trusted eBusiness Services




 COUNTER Compliance             SUSHI Web Services for
    for Publishers               Librarians & Publishers




Web Analytics for eBusiness   Data Management for Unified
  Insight & Optimisation         Data Driven Decisions
Trusted eBusiness Services



                                                               Web Analytics        Business Intelligence           CRM
                     Internal          External
 Data driven
                     Management        SUSHI
  business           Technical         Article level             Content
                                                                                     Abuse Monitoring        Secure Web Services
 insight and         Product           metrics                 Management
 optimisation        Publisher         Librarians
                     Sales             Subscribers
                     Marketing         Authors                  Metadata
                                                                                    3rd Party Applications   Change Management
                                                               Management


Fast, powerful
applications               Reporting                                           Business Applications

  Accurate, on-
time, trusted data                 COUNTER Compliant Unified Business Data

Powerful, robust                   Data Management, Processing & Integration
and secure data
 handling with
  guaranteed
 100% uptime
                        Web log data         Subscriber data         Journal data           CRM data           Financial data



                     eBusiness Solutions, Support, Consultancy & Training
Trusted Business Optimisation & Monetisation
Industry Standards




•   International standards for recording and reporting online usage
    statistics in a consistent, credible and compatible way
•   Easy comparison of usage across vendors for institutions/librarians
•   Standardised usage currency and optimisation metrics for
    publishers




•   SUSHI, an automated request and response model for harvesting
    usage data across variety of usage reports and sources
•   Minimises user-mediated collection and resolution of usage data
    reports
•   Supports COUNTER and non-COUNTER reports
•   Facilitates the creation, persistent management, and effective
    interchange of information for trusted use in research and learning
COUNTER Reporting



                                International standard for recording and reporting usage

 Scholarly iQ’s COUNTER service

 •Trusted, independent consultation and delivery of COUNTER compliant processes and
 reporting

 •Fastest COUNTER processing and report generation times in the industry backed by an
 unparalleled Service Level Agreement

 •Expertise and provision of complete suite of COUNTER reports and usage statistics for
 all business units – Institutions, Consortia, Publishers, Management, Societies, Custom
 Groupings etc
                                                     Reports provided by Scholarly iQ
Journals & Databases      JR1     JR1a   JR2   JR5     DB1     DB2     DB3     CR1      CR2        JB1   JR3   JR4
Scholarly iQ                                                                                         
Books & Reference Works   BR1     BR2    BR3   BR4     BR5     BR6     Reports available in XML?
Scholarly iQ                                                                            




     Free COUNTER Release 4 upgrades for SiQ contracted clients!
Trusted & Integrated Data


                Data Management, Processing & Integration

  What data would best inform and benefit your business?



       4   Quality assurance review prior to production release - reports deployed only after approval



                          3    Processing – data cleansed & integrated (incl. COUNTER)


   2   In the event of data feed issues – partial execution & processing supported (incl. COUNTER)


                1   Proactive data feed analyser - test for relational integrity prior to reporting.



Articles            Journals         Pricing      CRM        Web Analytics     SEM          Campaigns    Email
Example Infrastructure Requirements



•   64 Bit Architecture for the greatest
    performance and to support the
    upcoming COUNTER R4 / SUSHI
    reporting requirements

•   Managed hosting with a guaranteed
    100% uptime

•   Division of services between database
    and web servers to further reduce the
    impact of processing on customers

•   Daily differentials and weekly full
    backups, redundancy, RAID 10 + FRU
    Spare

•   DAS external storage device(s) with
    1024 MB battery-backed cache to
    improve data access times
Trusted & Integrated Data



                                         What COUNTER Reports do you
                                         require?

                                         Are you ready for COUNTER
                                         Release 4?



           COUNTER Engine - Compliant Usage Reports & Data




                  Data Management, Processing & Integration


Articles    Journals    Pricing   CRM   Web Analytics    SEM     Campaigns   Email
Data Driven Insights


                                                  Which reporting methods would most benefit
   COUNTER
   Release 4
                             SUSHI                your business - internally and externally?
                                                  Secure custom branded online reports
  Article Level
                                                            Dynamic content based on the user role
                        Web 2.0 Services                    Update account information and site content
    Metrics
                                                            SSL certificate for secure transmissions

Internal Reporting        ODBC Access
                                                  COUNTER formats
                                                          HTML            XLS      PDF
                                                          CSV             XML (SUSHI)

                                                  Publisher, management & custom aggregated reports


                     COUNTER Engine - Compliant Usage Reports & Data

                            Data Management, Processing & Integration


   Articles           Journals          Pricing      CRM       Web Analytics   SEM       Campaigns        Email
Secure, Custom Branded Online Reports
SUSHI Reporting


                  Automated request and response model for harvesting
                  usage data across variety of usage reports and sources


Scholarly iQ’s SUSHI Web Service

•One-stop-shop, intuitive web portal
    • Access COUNTER and non-COUNTER reports
    • Harvest reports from multiple publishers in one place

•Authorization Key ensures secure access –
         checks and verifies which reports are permitted

•Collaboration with 3rd party software service companies
     • Ensure interoperability
     • Ensure libraries can harvest full benefits
Business Optimisation & Monetisation



   COUNTER                                                                Business                                   Data
                                 SUSHI             Web Analytics                              CRM
   Release 4                                                             Intelligence                             Warehousing



                                                                                           Secure Web
  Article Level                                      Content
                         Web 2.0 Services                             Custom Extracts       Services            Abuse Monitoring
    Metrics                                        Management
                                                                                          SOAP & WDSL



                                                    Metadata             3rd Party       Web Log Parsing            Change
Internal Reporting         ODBC Access                                  Applications
                                                   Management                                Utilities            Management




                     COUNTER Engine - Compliant Usage Reports & Data

                            Data Management, Processing & Integration


  Articles            Journals           Pricing          CRM        Web Analytics      SEM         Campaigns            Email
Business Optimisation & Monetisation Example - Web Analytics




•   Full and robust integration of Scholarly iQ COUNTER compliant
    usage reports and data with wide range of web analytics services



                                                WEB
                                              ANALYTICS

                             Proprietary integration with Unica NetInsight from IBM


•   Comprehensive analysis and optimisation of your eBusiness with
    highest accuracy to industry standards and currency

•   Easy to use, proven technology ensuring accuracy, flexibility and
    scalability
Business Optimisation & Monetisation Example - Web Analytics



         Web Analytics to Optimise your Digital Publishing Business
Reporting focused on your   Custom dashboards for key        Drag & drop reporting,
  business objectives        business users / clients   segmentation, filtering & correlation




Ad-hoc deep dive analysis     User click stream and      Interactive geographic and web
    of user behaviour           funnel analysis              page overlay heat maps




       A/B testing &            Detailed comparison         Fast, easy to use Custom
         analysis                     reporting                   Report Wizard
Business Optimisation & Monetisation Example - Web Analytics


With Scholarly iQ, Web Analytics Speak your Business Language
Business Optimisation & Monetisation Example - Web Analytics



          Experience Led Best Practices:
Business Optimisation & Monetisation Example - Web Analytics


             Answering myriad business critical questions such as:

 What new products and                How are my customers using
 subscription packages                digital applications such Table          How do I
 would work for my business           of Contents, Email Alerts, RSS
                                      Feeds etc?                               understand content
 and users?
                                                                               affinity for my
                                                                               business and how
                                                                               do I resolve this
How do I                                                                       with value?
optimise the                                        Who is being turned
return from my        How can I improve             away from access?
marketing             conversion rates of
investments?          Market Trials?

                                                                What are my most important
                                                                institutional clients interested in?
 Which subscriber
 groups are             What are the impacts of
 abandoning my          my site design /                  What affect do Federated
 content and how?       development changes?              Search Engines have on my
                                                          business?



      How can I increase my                 How are my subscribers usage patterns
      average user value?                   changing and what impact is this having on
                                            my business?
Specialist Professional Consultancy Services




     Data, analytics & business strategy

Development of insight, goals and applications for
          functional business units

     Drive real business optimisation & ROI
Specialist Professional Consultancy Services




Data Management &
Governance

Cohesion of multiple data
assets for 360 degree
view

Utilisation of enriched
data in business
applications

Realisation of data value
& business benefits



                      Content       Business                              3rd Party
                                                  Web Analytics   CRM
                    Management     Intelligence                         Applications
Full Service Solutions



eBusiness Solutions                     Scholarly iQ University
COUNTER Usage Reporting & Data          Training Programmes for Academic
                                        Publishers and Librarians
SUSHI Web Services
                                        Custom On-Site or Best Practice Courses
Integrated Web Analytics Insight &
Optimisation
Data Management for Unified Data
Driven Decisions




Legendary Support                        Consultancy
24x7 Support Team & Dedicated Account    Professional Services to Increase ROI
Management
                                         COUNTER Compliances
Fast, Responsive Solution Finders
                                         Data Management & Monetisation
Industry Level Support
                                         Analytics, SEO etc
Unparalleled Service Level Agreement
                                         eBusiness Optimisation
                                         Fully managed on-boarding with
                                         100% success & retention over last 2
                                         years
Next Steps?


1.   Business Case
         Establish Key Business Requirements (KBRs) and ownership
         Identify what data assets are relevant to KBRs
         Agree what best practices / standards apply
         Identify business applications that will deliver to KBRs

2.   Solution Demonstration and Proposal
         Demonstrate example solution and deliverables for KBRs
         Scope, architect and price specific solution
         Fine tune solution
         Determining the final pricing and timetable for implementation

         3.   Provision of Complete Set of Contracts
         Term License
         Consulting Services Agreement
         Service Level Agreement

         4.   Compliant Reporting, Optimisation & Monetisation to KBRs
         eBusiness Solutions
         Support
         Training
         Consultancy
Questions and Comments
          Gary Van Overborg
           Founder and CEO
   gary.vanoverborg@scholarlyiq.com

       Phone: +1 210.507.5770
        www.scholarlyiq.com

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Scholarly iQ Services Presentation

  • 1. Scholarly iQ Trusted eBusiness Services for Librarians and Publishers Stuart Maxwell Director of Business Development +44 (0) 7580 723 230 stuart.maxwell@scholarlyiq.com
  • 2. Scholarly iQ Overview • Leaders in usage reporting since 2002 • Solid team of professionals in online publishing, web analytics, database integration, and web site development • Authorized COUNTER R3 and SUSHI compliant vendor supporting the upcoming R4 standards • Trusted 3rd party maintaining COUNTER compliancy every year since 2003 COUNTER International Advisory Board NISO’s SUSHI Development Group NISO’s Business Information Topic Committee Society for Scholarly Publishing
  • 3. Scholarly iQ Overview Select Clients Affiliates & Partners
  • 4. Trusted eBusiness Services COUNTER Compliance SUSHI Web Services for for Publishers Librarians & Publishers Web Analytics for eBusiness Data Management for Unified Insight & Optimisation Data Driven Decisions
  • 5. Trusted eBusiness Services Web Analytics Business Intelligence CRM Internal External Data driven Management SUSHI business Technical Article level Content Abuse Monitoring Secure Web Services insight and Product metrics Management optimisation Publisher Librarians Sales Subscribers Marketing Authors Metadata 3rd Party Applications Change Management Management Fast, powerful applications Reporting Business Applications Accurate, on- time, trusted data COUNTER Compliant Unified Business Data Powerful, robust Data Management, Processing & Integration and secure data handling with guaranteed 100% uptime Web log data Subscriber data Journal data CRM data Financial data eBusiness Solutions, Support, Consultancy & Training
  • 7. Industry Standards • International standards for recording and reporting online usage statistics in a consistent, credible and compatible way • Easy comparison of usage across vendors for institutions/librarians • Standardised usage currency and optimisation metrics for publishers • SUSHI, an automated request and response model for harvesting usage data across variety of usage reports and sources • Minimises user-mediated collection and resolution of usage data reports • Supports COUNTER and non-COUNTER reports • Facilitates the creation, persistent management, and effective interchange of information for trusted use in research and learning
  • 8. COUNTER Reporting International standard for recording and reporting usage Scholarly iQ’s COUNTER service •Trusted, independent consultation and delivery of COUNTER compliant processes and reporting •Fastest COUNTER processing and report generation times in the industry backed by an unparalleled Service Level Agreement •Expertise and provision of complete suite of COUNTER reports and usage statistics for all business units – Institutions, Consortia, Publishers, Management, Societies, Custom Groupings etc Reports provided by Scholarly iQ Journals & Databases JR1 JR1a JR2 JR5 DB1 DB2 DB3 CR1 CR2 JB1 JR3 JR4 Scholarly iQ             Books & Reference Works BR1 BR2 BR3 BR4 BR5 BR6 Reports available in XML? Scholarly iQ        Free COUNTER Release 4 upgrades for SiQ contracted clients!
  • 9. Trusted & Integrated Data Data Management, Processing & Integration What data would best inform and benefit your business? 4 Quality assurance review prior to production release - reports deployed only after approval 3 Processing – data cleansed & integrated (incl. COUNTER) 2 In the event of data feed issues – partial execution & processing supported (incl. COUNTER) 1 Proactive data feed analyser - test for relational integrity prior to reporting. Articles Journals Pricing CRM Web Analytics SEM Campaigns Email
  • 10. Example Infrastructure Requirements • 64 Bit Architecture for the greatest performance and to support the upcoming COUNTER R4 / SUSHI reporting requirements • Managed hosting with a guaranteed 100% uptime • Division of services between database and web servers to further reduce the impact of processing on customers • Daily differentials and weekly full backups, redundancy, RAID 10 + FRU Spare • DAS external storage device(s) with 1024 MB battery-backed cache to improve data access times
  • 11. Trusted & Integrated Data What COUNTER Reports do you require? Are you ready for COUNTER Release 4? COUNTER Engine - Compliant Usage Reports & Data Data Management, Processing & Integration Articles Journals Pricing CRM Web Analytics SEM Campaigns Email
  • 12. Data Driven Insights Which reporting methods would most benefit COUNTER Release 4 SUSHI your business - internally and externally? Secure custom branded online reports Article Level Dynamic content based on the user role Web 2.0 Services Update account information and site content Metrics SSL certificate for secure transmissions Internal Reporting ODBC Access COUNTER formats HTML XLS PDF CSV XML (SUSHI) Publisher, management & custom aggregated reports COUNTER Engine - Compliant Usage Reports & Data Data Management, Processing & Integration Articles Journals Pricing CRM Web Analytics SEM Campaigns Email
  • 13. Secure, Custom Branded Online Reports
  • 14. SUSHI Reporting Automated request and response model for harvesting usage data across variety of usage reports and sources Scholarly iQ’s SUSHI Web Service •One-stop-shop, intuitive web portal • Access COUNTER and non-COUNTER reports • Harvest reports from multiple publishers in one place •Authorization Key ensures secure access – checks and verifies which reports are permitted •Collaboration with 3rd party software service companies • Ensure interoperability • Ensure libraries can harvest full benefits
  • 15. Business Optimisation & Monetisation COUNTER Business Data SUSHI Web Analytics CRM Release 4 Intelligence Warehousing Secure Web Article Level Content Web 2.0 Services Custom Extracts Services Abuse Monitoring Metrics Management SOAP & WDSL Metadata 3rd Party Web Log Parsing Change Internal Reporting ODBC Access Applications Management Utilities Management COUNTER Engine - Compliant Usage Reports & Data Data Management, Processing & Integration Articles Journals Pricing CRM Web Analytics SEM Campaigns Email
  • 16. Business Optimisation & Monetisation Example - Web Analytics • Full and robust integration of Scholarly iQ COUNTER compliant usage reports and data with wide range of web analytics services WEB ANALYTICS Proprietary integration with Unica NetInsight from IBM • Comprehensive analysis and optimisation of your eBusiness with highest accuracy to industry standards and currency • Easy to use, proven technology ensuring accuracy, flexibility and scalability
  • 17. Business Optimisation & Monetisation Example - Web Analytics Web Analytics to Optimise your Digital Publishing Business Reporting focused on your Custom dashboards for key Drag & drop reporting, business objectives business users / clients segmentation, filtering & correlation Ad-hoc deep dive analysis User click stream and Interactive geographic and web of user behaviour funnel analysis page overlay heat maps A/B testing & Detailed comparison Fast, easy to use Custom analysis reporting Report Wizard
  • 18. Business Optimisation & Monetisation Example - Web Analytics With Scholarly iQ, Web Analytics Speak your Business Language
  • 19. Business Optimisation & Monetisation Example - Web Analytics Experience Led Best Practices:
  • 20. Business Optimisation & Monetisation Example - Web Analytics Answering myriad business critical questions such as: What new products and How are my customers using subscription packages digital applications such Table How do I would work for my business of Contents, Email Alerts, RSS Feeds etc? understand content and users? affinity for my business and how do I resolve this How do I with value? optimise the Who is being turned return from my How can I improve away from access? marketing conversion rates of investments? Market Trials? What are my most important institutional clients interested in? Which subscriber groups are What are the impacts of abandoning my my site design / What affect do Federated content and how? development changes? Search Engines have on my business? How can I increase my How are my subscribers usage patterns average user value? changing and what impact is this having on my business?
  • 21. Specialist Professional Consultancy Services Data, analytics & business strategy Development of insight, goals and applications for functional business units Drive real business optimisation & ROI
  • 22. Specialist Professional Consultancy Services Data Management & Governance Cohesion of multiple data assets for 360 degree view Utilisation of enriched data in business applications Realisation of data value & business benefits Content Business 3rd Party Web Analytics CRM Management Intelligence Applications
  • 23. Full Service Solutions eBusiness Solutions Scholarly iQ University COUNTER Usage Reporting & Data Training Programmes for Academic Publishers and Librarians SUSHI Web Services Custom On-Site or Best Practice Courses Integrated Web Analytics Insight & Optimisation Data Management for Unified Data Driven Decisions Legendary Support Consultancy 24x7 Support Team & Dedicated Account Professional Services to Increase ROI Management COUNTER Compliances Fast, Responsive Solution Finders Data Management & Monetisation Industry Level Support Analytics, SEO etc Unparalleled Service Level Agreement eBusiness Optimisation Fully managed on-boarding with 100% success & retention over last 2 years
  • 24. Next Steps? 1. Business Case Establish Key Business Requirements (KBRs) and ownership Identify what data assets are relevant to KBRs Agree what best practices / standards apply Identify business applications that will deliver to KBRs 2. Solution Demonstration and Proposal Demonstrate example solution and deliverables for KBRs Scope, architect and price specific solution Fine tune solution Determining the final pricing and timetable for implementation 3. Provision of Complete Set of Contracts Term License Consulting Services Agreement Service Level Agreement 4. Compliant Reporting, Optimisation & Monetisation to KBRs eBusiness Solutions Support Training Consultancy
  • 25. Questions and Comments Gary Van Overborg Founder and CEO gary.vanoverborg@scholarlyiq.com Phone: +1 210.507.5770 www.scholarlyiq.com